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UNQUOTE
  • DACH

Feri to advise on all asset classes

  • 06 October 2003
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Financial adviser Feri Trust is restructuring its activities in asset allocation, fund research and multi-manager services. The mutual fund focused division, which was up to this point part of Feri Trust, will merge with Feri Alternative Assets, which specialises in hedge funds and private equity, to form Feri Trust with responsibilities in fund analysis, manager selection and portfolio advice. The new Feri Trust entity offers services concerning all asset classes to its research and advisory customers, such as multi-asset-class-multi-manager-funds or innovative structured products.

The other part of the former Feri Trust, which advises high-net-worth individuals and families, has been spun off into Feri Wealth Management. Both entities are to 100% controlled by Feri Finance AG. Feri Trust currently employs some 40 staff and serves more than 150 institutional clients. Min Sun, Heinz Werner Rapp and Dirk Söhnholz are managing the new division.

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